Q2 2018 13F Holders as of 6/30/2018
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Type / Class
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Equity / Common Stock
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Shares outstanding
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6.69M
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Number of holders
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20
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Total 13F shares, excl. options
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979K
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Shares change
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-119K
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Total reported value, excl. options
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$17.4M
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Value change
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-$1.97M
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Number of buys
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9
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Number of sells
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-12
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Price
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$17.74
Significant Holders of Principal Real Estate Income Fund - Common Stock (PGZ) as of Q2 2018
24 filings reported holding PGZ - Principal Real Estate Income Fund - Common Stock as of Q2 2018.
Principal Real Estate Income Fund - Common Stock (PGZ) has 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 979K shares
of 6.69M outstanding shares and own 14.63% of the company stock.
Largest 10 shareholders include Invesco Ltd. (202K shares), FIRST TRUST ADVISORS LP (138K shares), BANK OF AMERICA CORP /DE/ (129K shares), ROBINSON CAPITAL MANAGEMENT, LLC (123K shares), GUGGENHEIM CAPITAL LLC (89.1K shares), WELLS FARGO & COMPANY/MN (82.8K shares), MORGAN STANLEY (46K shares), Advisor Group, Inc. (31K shares), Parametric Portfolio Associates LLC (21.7K shares), and Thomas J. Herzfeld Advisors, Inc. (20.7K shares).
This table shows the top 20 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.